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Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
826
Jamison Private Wealth Management
Georgia
$17.7K – – –
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$17.3K +$2.66K +8 +21%
BAM
828
Bellevue Asset Management
Washington
$16.2K – – –
MIM
829
Macroview Investment Management
Maryland
$15.8K – – –
QC
830
Quent Capital
New York
$15.5K – – –
CPA
831
Capital Performance Advisors
California
$15.1K +$13.6K +41 New
OAJ
832
Ogorek Anthony Joseph
New York
$15K – – –
CCC
833
Chelsea Counsel Company
California
$14.7K – – –
PK
834
Pflug Koory
Nebraska
$14.7K +$13.3K +40 New
EC
835
Elequin Capital
New York
$14K -$6.65K -20 -34%
EB
836
Eastern Bank
Massachusetts
$14K +$12.6K +38 New
HWM
837
Hemington Wealth Management
Virginia
$14K +$12.3K +37 New
CFFP
838
Center for Financial Planning
Michigan
$13.6K – – –
RFG
839
REAP Financial Group
Texas
$13.6K – – –
AAG
840
Armstrong Advisory Group
Massachusetts
$13.6K +$12.3K +37 New
CFD
841
Creative Financial Designs
Indiana
$13.3K – – –
KPP
842
Kings Path Partners
Texas
$13.3K – – –
LWCFA
843
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$13.2K – – –
SHF
844
Safe Harbor Fiduciary
Florida
$12.2K +$11K +33 New
OC
845
Oarsman Capital
Wisconsin
$11.1K +$9.97K +30 New
DIP
846
DT Investment Partners
Pennsylvania
$10.3K +$9.31K +28 New
JWA
847
JFS Wealth Advisors
Pennsylvania
$9.95K +$332 +1 +4%
SWA
848
SOA Wealth Advisors
New York
$9.95K -$32.3K -97 -78%
AFG
849
Albion Financial Group
Utah
$9.21K – – –
DF
850
Dunhill Financial
United Kingdom
$9.21K – – –
32 33
34
35 36